INTAKE & CONSENT FORMS
Paperless intake.Versioned consent.
Configure informed consent, intake forms, consent documents, and other requirements per client type. Clients sign digitally before their first session — no paper, no hassle.
100% Paperless
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 Compliant
Bilingual Support
50+
Form Templates
100%
Digital Signatures
3min
Average Intake Time
Client Experience
Intake flows that actually flow.
Provide a seamless, fully responsive 9-step intake experience that adapts to any device. Clients can breeze through their forms before the first session, letting you focus on care.
- Mobile-friendly adaptive stepper
- Auto-save progress
- Clear section grouping
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Intake & Consent
Everything You Need to Onboard Every Client
Configurable forms, digital signatures, and a template library built for healthcare professionals to streamline client intake.
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Intake Forms2
PDF Downloads3
Consent Forms & Requirements1
Intake FormsCustom Intake Assessments for Every Client Type
Assign different intake forms to Individual, Couple, Family, and Group client types. 70+ measures, questionnaires, consents, and forms. Each rendered with attribution where the instrument requires it. Build your own when the library doesn't fit. Set forms as Mandatory, Optional, or After First Appointment.
- Per-client-type form configuration (Individual, Couple, Family, Group)
- Clinical assessment templates (GAD-7, DASS-21, PHQ-9, etc.)
- Mandatory, Optional, or After First Appointment triggers
- Additional questionnaires sent post-intake
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PDF DownloadsDownload Completed Assessments as Ready-to-File PDFs
Once clients complete their PHQ-9, GAD-7, DASS-21, or any other assessment, export the filled form as a professional PDF in a single click. Share with colleagues, attach to case files, or print for in-person consultations — every PDF is formatted, timestamped, and compliance-ready.
- One-click PDF export for any completed form
- Professional formatting with practice branding
- Timestamped and HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant
- Download individual forms or bulk batch exports
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Consent Forms & RequirementsAdditional Consents and Client Requirements in One Place
Beyond informed consent, manage telehealth consent, photo release, confidentiality agreements, and more. Configure emergency contacts, payment methods, and two-factor authentication — all customizable per client type with searchable template library and live preview.
- Searchable consent form template library
- Live form preview before assigning
- Emergency contact, payment, and 2FA requirements
- Bilingual form support (English & French)
Powerful Features
Everything You Need toStreamline Client Onboarding
From digital signatures to configurable form workflows, our intake tools are designed to save you time and ensure compliance from the very first interaction.
Template Library
Choose from 50+ pre-built clinical forms including consent documents, intake assessments, and questionnaires. Searchable with category tags like Adult, Consent, Telepsychotherapy, and more.
Digital E-Signatures
Clients review and sign consent forms electronically before their first session. Require signatures on informed consent, and automatically notify clients when policies are updated.
Per-Client-Type Configuration
Assign different forms to Individual, Couple, Family, and Group client types. Each type gets its own consent, intake, and requirement settings — or inherit from Individual.
Bilingual Form Support
Forms support multiple languages out of the box. Clients can toggle between English and other languages, ensuring comfortable understanding of consent and intake documents.
Searchable Form Selector
Find the right form instantly with the searchable template picker. Filter by tags, preview forms before assigning, and see recommendations based on client type.
Live Form Preview
Preview any form template before assigning it to a client type. See exactly what clients will see — including all fields, checkboxes, and signature areas.
Flexible Trigger Rules
Control when forms are required: Mandatory before first session, Optional for client to complete, or triggered After First Appointment for follow-up assessments.
Security & Compliance
Encrypted in transit and at rest. Versioned cleanly. Built for HIPAA, PHIPA, and Loi 25. Configure two-factor authentication, emergency contacts, and payment method requirements per client type.
4-Step Setup Wizard
Configure Once, Onboard Every Client
Walk through four simple steps to set up your entire intake workflow. Each step is fully configurable per client type — Individual, Couple, Family, or Group.
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Informed Consent
Client reviews and e-signs your consent document before their first session.
2
Intake Forms
Clinical assessments and intake questionnaires assigned per client type.
3
Consent Forms
Additional consents like telehealth, photo release, and confidentiality agreements.
4
Other Requirements
Emergency contacts, payment methods, and two-factor authentication setup.
Configure per Client Type
Each client type gets its own set of forms, consent documents, and requirements. Use Individual or customize everything.
👤Individual
❤️Couple
👶Minor
👨👩👧👦Family
👥Group
Ready to Go PaperlessWith Your Intake Process?
No PDF. No printer. No upload. Clients fill intake before the first session — adapting to client type, signed and versioned the moment it lands.
50+ form templates
Digital e-signatures
Per-client-type config
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant • Bilingual support • Digital signatures